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Funktioner

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Skapad för skatte- & bokföringsbranschen

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Prismodell

Obegränsade klienter, lagring, projekt

Ett pris - alla funktioner

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Funktionsinställning

Obegränsade E-signaturer och KBA

Arbetsflödesautomatisering

Räkningar & fakturering

Mobilapp

Virtuell drive

CRM

Obegränsad dokumentlagring

Anpassningsbara enkäter

Anpassat Varumärke & URL

Hemsidesbyggaren

QuickBooks Online Sync

E-postsynkronisering

Massutskick

Gratis & obegränsad support (chatt & telefon)

Delad inkorg

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Inbyggda appar

Mobilapp

Virtuell drive

Native Win10, macOS-appar

Skriv ut från valfritt program

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Klientportal

Klientportal

Flera användarklientkonton

Klienttagg

Fil revisionsspår

Användartillstånd

Obegränsad fillagring

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E-signaturer

Obegränsade E-signaturer

KBA Underteckningar

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Kommunikation

E-postsynkronisering

Anpassningsbara enkäter

Enkätmallar

Massutskick

Säkra meddelanden

Utgående delningslänkar för tredje parter

Skapa uppgift från e-post

Notiscenter (Inbox+)

Notiser

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Räkningar och fakturering

Fakturering

Quickbooks integration

Lås dokument till räkningar

Stöd för flera valutor

QuickBooks Online Sync

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Arbetsflöde

Arbetsflödesöversikt (Kanban)

Arbetsflödesautomatisering

Klientuppgifter

Flera ansvariga

Automatiserade mejl

Tidsspårning

Återkommande uppgifter

Uppgiftsprioritet

Uppgiftsmallar

Uppgiftschecklistor

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Branding

Hosting av hemsida

Anpassat Varumärke

Anpassad domän URL

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CRM

Anpassade CRM fält

Kontaktlista

E-postsignatur

E-postmallar

Klientanteckningar

Importera verktyg

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Support

Gratis chattsupport

Gratis telefonsupport

Fantastisk gratis skärmdelning

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